Collect a counter-signature from the location representative

Use the Close Visit screen to collect a building representative's signature alongside the engineer's signature when your organisation requires a counter-signature.

Note

Required role: Engineer

Before You Get Started

Counter-signatures must be enabled for your organisation. When enabled, the Close Visit screen shows a Representative tab beside the Sign Off tab.

Collect the counter-signature

1. On the Close Visit screen, open the Representative tab.
2. Enter the representative's name in Name and their position in Role.
3. Have the building representative or responsible person draw their signature on the signature pad.
4. Open the Sign Off tab and complete the visit sign-off as usual.

Check the required details

The drawn signature is discarded if either Name or Role is blank. If the counter-signature is optional, the visit signs off without a warning. If your organisation requires a counter-signature, sign-off can still proceed, but the visit is flagged for review as missing the signature.

If the Representative tab is not shown, counter-signatures are switched off for your organisation.